Teresa Louise Wietzikoski

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 06/2024
  Securities America, Inc.
  Atlanta, GA
• 12/2003 → 06/2024
  Securities America Advisors, Inc.
  Atlanta, GA
• 12/2003 → 01/2020
  F.A.C.E. Partnership Management
  Atlanta, GA
• 07/2004 → Present
  Diversified Wealth Management Llc
  Atlanta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tifton, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tifton, GA

Previous Registrations

• 2003-12-10 → 2024-06-14
  Securities America Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-04-11 → 2003-12-02
  Veravest Investment Advisors, Inc.
  Atlanta, GA

Other Businesses

1. FIG POSITION: financial advisor NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1993 ADDRESS: 19520 West Catawba Ave, Suite 200, Cornelius, NC 28031 DESCRIPTION: Fixed, indexed and immediate annuities 2. INVESTMENT ADVISORY REP POSITION: Investment advisory rep NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 05/01/1993 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Investment advisory rep 3. RENTAL POSITION: Owner of the property NATURE: I rent out my secondary residence on a very limited basis. Maybe once or twice a year. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: 204 Collis Marina Rd, Eatonton GA 30642 DESCRIPTION: I have rented out my secondary residence on very limited bases. I don't advertise as a rental. It's only to family and friends. 4. FINANCIAL WIETZDOM, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS:6 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2025 ADDRESS: 6417 Radiant Trace, atlanta GA 30328DESCRIPTION: I provide educational only financial literacy coaching tips online.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-07
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• Teresa Louise Harris